Appx Marketing

AppX Marketing is our action-oriented coaching and consulting service that helps you prioritize, build and implement a performance-based marketing plan that works hand-in-hand with your sales efforts. All too often, marketing and sales exist in completely separate silos. AppX Marketing works with your agency to bring the sales and marketing teams together to produce powerful results.

We start with an assessment of your current marketing efforts, processes and metrics. We work with your marketing manager to build the strategies, allocate the budget, establish performance metrics and review results. One very important process links your marketing efforts to your sales strategy, yoking them together to work in unison. This happens when marketing informs, coordinates with and provides tools to sales staff to maximize campaign results. This might entail goal-sharing, scripts, letters and other tools to help sales act on marketing campaigns.

HOW WE TACKLE MARKETING

SET UP

Custom In Brand Email Template

Branded Social Media Template

Social Media Cover Image

Design WordPress Landing Page Template

Canvas for Business Set Up

MONTHLY MARKETING SERVICES

Database Nurturing Email

2 Technical Custom Insurance Blogs

2 Community/Agency Focused Blogs

Week Day Social Media Post

Monthly Content Calendar

Reporting

Email Signature Design via WiseStamp

NICHE MARKETING SERVICES

Monthly Freemium Download & Email

Monthly Prospect Nurturing Email From Blog Content

2 Technical Custom Insurance Blogs

Content Sharing on Producer's Social Media

Campaign Reporting

Bring new hires up to speed

If you don’t have an in-house marketing person, we’ll work with you to find and train an internal social media engineer to take your marketing to the next level. One scenario we frequently see are agencies that have an experienced marketer in place, but that person has no insurance agency experience. We have a 6-month program to work with new or existing marketing managers to help them build strategy and get on the right track so that your marketing and sales efforts coordinate smoothly. We ensure that your marketing boosts your sales efforts rather than bogging things down.

Get results with social marketing

Today, the focus of insurance agency marketing is more hands-on than ever before. Social media is an ongoing conversation with your customer about your insurance agency. Many agencies don’t understand these powerful platforms and how to capitalize on them to drive new business and reinforce retention efforts. We work with you to assess your current marketing efforts and partner with you enhance your platforms. We train your team on digital marketing basics, as well as goal-setting and expectations. We also get hands-on, working with you to jump-start your social channels to get them up and running.

How we build performance-based marketing

We work with your marketing personnel to:

Assess and review current practices

Build the strategy and plans

Allocate budget

Build the marketing tool chest

Create the calendar

Identify tracking metrics

Coach and consult

Review results

Optional: Outsource your marketing

If your agency doesn’t have a dedicated marketing person, Agency Appeal can serve as your outsourced chief marketing officer. Agency Appeal is our branding and marketing communication service. Wherever your agency is on the branding spectrum, we can help you up your game. We’re not your typical insurance agency marketing solution. We’re a boutique branding and identity firm partnering with you to make you successful. We produce, source or project manage all the marketing tools, materials or services you need to execute your plan.

LEARN MORE

Learn more about our AppX Marketing Experience and how it has transformed agencies just like you. If you are concerned about team buy in, leave it to us. We are experts on ralleying the troops and getting everyone on board.

6 MONTHS TO BETTER SALES

MONTH1

KICK-OFF MONTH

During month one we engage with you to understand your current agency practices, get organized, ship workbooks, identify tracking, and build your custom process

MONTHS2-3

LAUNCH APPX

One day onsite training with your team to get started on best practices. 1:1 meetings to review goals.

MONTHS2-5

EXECUTE THE TRAINING

Break down training concepts into bi-weekly segments for success. Couple this with tracking to see your results.

MONTH5

TRAINING DAY 2

Continue to energize the program with this follow-up and address any agents who are lagging.

MONTH6

GRADUATION!

Team is up and running! Troubleshoot any problems, review results and select the next focus.

Get started now

RESULTS DON’T LIE

Our agencies tell the story

“Kelly had some awesome tips and is very knowledgeable on the subject. Love how she is also very down to earth and easy to talk with!”

Lindsey Hamm

Welsh's Insurance Agency

“I think this process was very beneficial and I think we are in a position for a very strong year and the future is very bright. I was able to take account of myself through our interviews and discussions and have found many areas in which I personally need to improve. You have also given me a sense of direction going forward to be a better boss, person and mentor to our staff.”

Roger

Owner

Preferred Insurance Center

“Great to work with ! Very understanding of the initial frustration and trained/encouraged us on how to handle the change in work processes.”

Kelly Nielsen

Customer Service Agent

Sheets, Forrest, Draper

“I feel your visit to our agency was very beneficial. For me, it was like a therapy session and the Amnesty Day was a great idea. I feel refreshed and I have a much better attitude. The attitude of the entire agency has improved immensely. I think we are striving to work more as a team. We are trying to be more encouraging to each other and to applaud each other’s accomplishments. Thanks for being a nice, caring person!”

Phyllis Buening

Preferred Insurance Center

“We are so grateful for you and all you have done to help our agency and our team. We are all now part of the big picture and it has changed the whole dynamic for the better. APP Rocks!!!!!”

Maegan Burbank

Insurance Specialist

IMG

“I want to thank you for stopping by the office, evaluating, listening and hearing us. I feel like the mood of the office has improved 100%. I also feel appreciated. We will have some hurdles to overcome, but I think we should get through them. The Tigger has been passed around a bit.”

Kathy

Account Manager

Preferred Insurance Center

“I’m glad you came out to talk to all of us. It seems to have helped the attitude in the office. Still have our moments, but much better. Dan has improved, also. He seems to be listening to us more and getting our input. Thanks for your help.”